Tech Company Financing Transactions

Savvy Wealth Funding Round

Industry Ventures, Brewer Lane Ventures and Canvas Ventures participated in a $72 million Series B funding round for Savvy Wealth. The round was announced by the company on 7/2/2025.

Transaction Overview

Company Information

Company Status

Private & Independent

Industry

FinTech

Mailing Address

Undisclosed
New York, NY Undisclosed
USA

Phone

Undisclosed

Website

www.savvywealth.com

Email Address

[email protected]

Overview

Savvy is a technology-driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters ?-- quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supercharging them with our software to make them dramatically more efficient and support more clients without adding additional headcount.

Profile

Social Media

Company News

Facebook

YouTube

Management Team

Title

Name

Email & Social

Chief Executive Officer

Ritik Malhotra

        

Chief Technical Officer

Muller Zhang

        

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Our team works diligently to report on funding rounds that are announced publicly. All VC database entries reported here are sourced from news reports and company announcements. The information comes to us via our partnership with VentureDeal.com, an affiliated venture.

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